Carol
is an Account Executive with a
Series 7 registration, and credentials that include life and health insurance license,
as well as a bachelor of adult studies from Lourdes College.
Carol’s desire to continually grow and learn prompted
her to complete the Dale Carnegie training as well as many
finance-related classes.
In a time of stock volatility, Carol's enthusiasm and willingness
to help clients in all situations sets her apart from her
peers. She designs and reviews portfolios for clients, with
an emphasis on researching stocks, bonds, annuities, and
mutual funds for suitability as well as performance. Carol’s
practice of meeting with clients frequently gives them comfort
in knowing they will be able to review their portfolios regularly.
She has extensive background in the areas of accounting and
budgeting.
Carol is very involved in her community and at her church.
She is actively involved in the Women’s Ministries
at Cedar Creek Community Church. As a believer in education,
she has volunteered her time at schools, working one-on-one
with students to develop their writing skills. She was the
chairperson of St. John's Jesuit High School's Mom Prom in
2004, an event that brings over 800 moms and sons together
for a special evening. In 2001, Carol trained and successfully
ran a marathon in Honolulu, Hawaii, to raise money for the
Arthritis Foundation. |
